Automate Email Classification and Data Extraction with OpenAI
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Streamline your inbox by automatically classifying incoming emails and extracting key information from attachments using the power of OpenAI. This workflow intelligently categorizes emails and pulls out relevant data, saving you valuable time.
About This Workflow
The OpenAI Email Classification and Data Extraction workflow is designed to bring intelligence to your email management. It begins by triggering on new emails received via IMAP. Next, it attempts to extract text content from any attached PDF files. This extracted text, along with the email body, is then fed into an OpenAI model for sophisticated classification into predefined categories like 'job_application', 'inbound_lead', 'invoice', or 'other'. Simultaneously, another OpenAI node extracts specific variables such as applicant name, age, education, and work experience from the email and attachment content. This comprehensive automation helps businesses efficiently sort and process incoming communications, ensuring no crucial information is missed.
Key Features
- Intelligent Email Classification: Automatically categorize emails into custom groups using advanced AI.
- Attachment Data Extraction: Extract text content from PDF attachments for further analysis.
- Detailed Variable Extraction: Pull out specific data points (e.g., applicant details) from email content and attachments.
- Customizable Categories: Easily define and modify your own email categories to suit your workflow.
- Seamless Integration: Leverages OpenAI's powerful language models for accurate processing.
How To Use
- Configure IMAP Trigger: Connect your email account to the 'Email trigger' node by providing your IMAP server details and credentials.
- Set Up Attachment Extraction: Ensure the 'Extract data from attachment' node is configured to handle your expected attachment types (e.g., PDF). Specify the binary property name if needed.
- Define Classification Categories: In the 'Classify email' node, customize the
categoriesparameter to include your desired email classifications and their descriptions. - Configure Variable Extraction: In the 'Extract variables - email & attachment' node, define the
attributesyou want to extract, along with theirdescriptionfor clarity. - Connect OpenAI Credentials: In both 'OpenAI Chat Model' nodes, enter your OpenAI API key or select an existing credential.
- Review and Activate: Test the workflow thoroughly and then set the workflow to 'active' to begin automated processing.
Apps Used
Workflow JSON
{
"id": "9b8c3a2f-f142-4508-beff-17e21ab39c6e",
"name": "Automate Email Classification and Data Extraction with OpenAI",
"nodes": 21,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 9b8c3a2f-f142...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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